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Obsessive Support®

The hallmark of the Visory experience, our dedicated team of professionals provides a high degree of support for all your IT needs

Managed Infrastructure

Leading edge solutions that are always working to maintain the integrity of your firm’s IT backbone

Managed Security

Best in class security to protect your firm’s data and technology

Microsoft Resource Center

Tips, advice, and industry insight from our team of accountants and business owners to yours.

We’re here to help. Contact us for a consultation.
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Quickbooks

Take your business to new heights with Visory’s flexible QuickBooks hosting solutions

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The same Sage you work in every day, only better

GoldMine

An affordable CRM for small- and medium-sized businesses, built to support your sales, marketing and customer service needs

Tax

Revolutionize your next tax season with added efficiency and mobility

3rd Party Applications

Access critical applications that are integrated seamlessly into your workflow, conveniently hosted on the same server

Cloud Platforms

Access affordable enterprise-grade hosting solutions with none of the IT burden

Watch your firm grow with the ultimate ease of access, security and flexibility.
Managed Services
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Obsessive Support®

Our dedicated professionals can be your outsourced IT team, so your internal resources don’t have to bear the burden of uptime alone.

Managed Security

We’ll help you develop and implement the right cybersecurity policies and protocols to keep your firm secure and in compliance with regulatory guidance

Managed Infrastructure

We’re here to manage your firm’s IT activity, safeguarding the integrity of your infrastructure and devices, so you don’t have to

Let’s talk about keeping your business and your data secure.
Cybersecurity
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Managed Security

We’ll manage your cybersecurity policies and protocols to keep your firm secure and in compliance

Zero Trust

Security that ensures everyone granted access is who they claim to be

Awareness Training & Testing

Educate and train your most important last line of defense – your people

End Device Protection

Protection where people and their machines intersect

Multifactor Authentication

Secure access to your data. Reduce the risk of compromise, prevent cyberthreats.

Email Filter

A different approach to protecting emails

Single Sign-on

Secure single sign-on access for a connected world

Backup

Backup your data for business continuity and compliance

SecureCloudDrive

Keep everyone on the same page. Any user, every device.

SASE

Secure connections for all your users, devices and networks

Written Information Security Plan (WISP)

Get started on a robust security plan with a WISP for your business

Virtual CISO

Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource

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Tax & Accounting

IRS 4557 and the FTC Safeguards Rule

Other Businesses

Complying with state and federal privacy regulations and more

Written information Security Plan (WISP)

Get started on a robust security plan with a WISP for your business

Awareness Training & Testing

Educate and train your most important last line of defense — your people.

Virtual CISO

Protect your organization with the expertise of our Chief Information Security Officers (CISO) without having to hire a full-time resource

Contact us to learn more about how we keep your business safe and in compliance
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Undoubtedly, you’ve heard about the new SEC Cybersecurity rules. While being compliant is essential to avoid penalties, regulatory actions, or reputational damage, there are other important reasons to ensure you have a robust and complete cybersecurity and IT foundation in place. 

Client Protection:
Cybersecurity incidents can lead to the loss or compromise of sensitive client data, financial fraud, or identity theft. By preparing for the cybersecurity rule, an RIA demonstrates its commitment to protecting client information and reducing the risk of such incidents. 

Legal Liability:
In the event of a cybersecurity breach, RIAs could be held legally liable for any harm caused to clients. Compliance with the SEC rule strengthens an RIA’s defense in potential legal disputes and helps mitigate liability risks.

Enhanced Reputation:
Demonstrating proactive cybersecurity measures can enhance an RIA’s reputation and instill confidence in clients. Clients are increasingly concerned about the security of their personal and financial information, and choosing an RIA that prioritizes cybersecurity can be a competitive advantage. 

Operational Continuity:
Cybersecurity incidents can disrupt business operations, leading to financial losses and reputational harm. By implementing the necessary cybersecurity measures and protocols outlined in the SEC rule, an RIA can enhance its resilience and ensure business continuity in the face of potential threats. 

Evolving Threat Landscape:
Cybersecurity threats are constantly evolving, and the SEC rule aims to keep up with these changing risks. By preparing for the rule, an RIA can stay ahead of emerging threats, adapt its cybersecurity practices, and mitigate vulnerabilities

Industry Best Practices:
The SEC’s cybersecurity rule establishes a framework of best practices for protecting client information. By adhering to these practices, an RIA can align itself with industry standards and demonstrate a commitment to cybersecurity excellence. 

In summary, preparing for the new SEC cybersecurity rule is essential to comply with regulatory requirements, protect client information, mitigate legal and reputational risks, and maintain operational continuity in an increasingly digital and threat-prone environment. 

To help you with implementing a robust cybersecurity plan for your firm, download our SEC Cybersecurity Rules Prep Timeline here.

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